Gretchen Perrone signed C.O. Falter Construction Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.O. Falter Construction Corp.'s EIN is 16-0968314.
Download the official 2024 Form 5500 (PDF) for C.O. Falter Construction Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.O. Falter Construction Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE JAMES P. REAGAN AGENCY INC. | 16-1150253 | — | NONE | $72K | — |
| BENEFIT PLAN ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX ADMIRAL value of registered investment companies | Mutual Funds | — | — | $6.3M | 15.6% | |
| T. ROWE PRICE ALL-CAP OPPS INV value of registered investment companies | Other securities | — | — | $5.9M | 14.5% | |
| VANGUARD EQUITY INCOME ADMIRAL value of registered investment companies | Mutual Funds | — | — | $4.6M | 11.4% | |
| AMERICAN FUNDS AMERICAN MUTUAL value of registered investment companies | Mutual Funds | — | — | $4.3M | 10.5% | |
| VANGUARD MID-CAP INDEX ADMIRAL value of registered investment companies | Mutual Funds | — | — | $3.1M | 7.7% | |
| T. ROWE PRICE SMALL CAP value of registered investment companies | Other securities | — | — | $3.0M | 7.4% | |
| VANGUARD TARGET RETIREM'T 2040 value of registered investment companies | Mutual Funds | — | — | $2.0M | 4.9% | |
| VANGUARD TARGET RETIREM'T 2045 value of registered investment companies | Mutual Funds | — | — | $1.7M | 4.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES SERVICES COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.1% | |
| VANGUARD TARGET RETIREM'T 2025 value of registered investment companies | Mutual Funds | — | — | $1.0M | 2.5% | |
| DODGE & COX INCOME X value of registered investment companies | Mutual Funds | — | — | $840K | 2.1% | |
| VANGUARD TARGET RETIREM'T 2055 value of registered investment companies | Mutual Funds | — | — | $791K | 1.9% | |
| AMERICAN FUNDS BOND FUND value of registered investment companies | Mutual Funds | — | — | $733K | 1.8% | |
| VANGUARD TARGET RETIREM'T 2060 value of registered investment companies | Mutual Funds | — | — | $606K | 1.5% | |
| VANGUARD TARGET RETIREM'T 2050 value of registered investment companies | Mutual Funds | — | — | $560K | 1.4% | |
| VANGUARD 500 INDEX ADMIRAL value of registered investment companies | Common Collective Trusts | — | — | $525K | 1.3% | |
| VANGUARD TARGET RETIREM'T 2035 value of registered investment companies | Mutual Funds | — | — | $510K | 1.3% | |
| MPL TRADITIONAL LOANS Participant loans | Participant loans | — | — | $402K | 1.0% | |
| VANGUARD INFO TECH INDEX ADMIR value of registered investment companies | Mutual Funds | — | — | $322K | 0.8% | |
| VANGUARD TARGET RETIREM'T 2030 value of registered investment companies | Mutual Funds | — | — | $321K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 value of registered investment companies | Mutual Funds | — | — | $184K | 0.5% | |
| T. ROWE PRICE CAP APPRECIATION value of registered investment companies | Other securities | — | — | $171K | 0.4% | |
| VANGUARD SMALL-CAP INDEX ADMIRAL value of registered investment companies | Mutual Funds | — | — | $152K | 0.4% | |
| VANGUARD TARGET RETIREM'T 2020 value of registered investment companies | Mutual Funds | — | — | $108K | 0.3% | |
| VANGUARD TTL INTL STK INDEX value of registered investment companies | Mutual Funds | — | — | $93K | 0.2% | |
| PIMCO COMM REALRETURN STRAT I value of registered investment companies | Mutual Funds | — | — | $58K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL value of registered investment companies | Mutual Funds | — | — | $49K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 value of registered investment companies | Mutual Funds | — | — | $40K | <0.1% | |
| VANGUARD TARGET RETIREM'T INCOME value of registered investment companies | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
